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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,946 | $116,360-91.5% | $65,566-84.8% | $139,466-92.9% |
| Participation rate | 66.7% | 67.8%-1.1pp | 64.9%+1.7pp | 80.3%-13.7pp |
| Annual return | 28.26% | 31.23%-3.0pp | 47.40%-19.1pp | 373.66%-345.4pp |
| Employer contribution / active EE | $0 | $2,600-100.0% | $1,692-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $7,496 | $4,242+76.7% | $2,832+164.7% | $6,712+11.7% |
| Admin fee / account holder | $450 | $6,701-93.3% | $4,114-89.1% | $11,409-96.1% |